As we approach 2025, many seniors are considering Roth conversions to optimize their retirement savings. With the introduction of President Trump’s new $6,000 senior deduction, there are opportunities ...

Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

The setup: one quiet tax year before Social Security and Medicare lock in A 64-year-old single retiree wrapped up her career ...

Discover how the Roth conversion strategy can save you a lot of money in retirement and best practices to follow.

On her September 15, 2022 Women & Money episode, Suze Orman dropped a line every retiree planning a Roth conversion should ...

With potential tax changes on the horizon, 2025 may be the ideal time to explore a Roth conversion. REAP Financial explains how converting to a Roth IRA can provide long-term tax advantages, greater ...

Tax changes may make it possible to convert more to a Roth for the same tax bill. If you started 2025 with a plan for how much you thought you'd convert to a Roth IRA by the end of the year, the ...

The new tax and policy law known as the “One Big Beautiful Bill” will create both opportunities and hazards for Roth conversions, said Robert S. Keebler, tax and estate partner at Keebler & Associates ...

A retired couple in New Jersey sold a rental property in early 2025 and booked a $40,000 long-term capital gain. They paid ...

Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they ...

The five years around age 60 hold an unusual amount of tax leverage. Contribution limits change, Roth conversion windows open ...

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...